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Columns "Trump 2.0" New Administration Policy Timeline List! What are the notable investment opportunities?
This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
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$NVIDIA (NVDA.US)$
It's just difficult for the stock price to rise because it's leading the pack, so it should rise relatively if others go up.
The ultimate winner will be deere & co!
It's just difficult for the stock price to rise because it's leading the pack, so it should rise relatively if others go up.
The ultimate winner will be deere & co!
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$NVIDIA (NVDA.US)$
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
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This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call
Nov 20 16:00
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the parent company of Facebook $Meta Platforms (META.US)$After the market closed on Wednesday, they announced their earnings.The revenue for the third quarter and the revenue guidance for the fourth quarter exceeded analysts' financial estimates.However, due to the significant losses in the Metaverse business and the slower growth of active users than expected, Meta's stock price dropped by 3% after Wednesday's close.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.[AgroScience Segment] Herbicides saw a significant decrease due to the sales period being brought forward compared to the previous year for agricultural land and golf courses, but revenues increased due to strong demand for railroads and home gardening.
Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.
The stock price of the metaverse has risen by 66% year-to-date and by 26% over the past 3 months.In contrast, $Amazon (AMZN.US)$has increased by 25% over the past 3 months, $Alphabet-A (GOOGL.US)$by 21%, $Microsoft (MSFT.US)$by 15% during the same period.
Even with massive investments...
Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.
The stock price of the metaverse has risen by 66% year-to-date and by 26% over the past 3 months.In contrast, $Amazon (AMZN.US)$has increased by 25% over the past 3 months, $Alphabet-A (GOOGL.US)$by 21%, $Microsoft (MSFT.US)$by 15% during the same period.
Even with massive investments...
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$NVIDIA (NVDA.US)$
Yesterday the resistance band actually broke through!
Congratulations to all the holders 🎉
Now, if the weekly chart can maintain the current state, it will finally reach the all-time high 🚀
nvidia is doing well, soxl⤴️ and nas⤴️ are getting excited!
Good luck~
*The images are on a monthly basis, weekly basis, and daily basis.
Yesterday the resistance band actually broke through!
Congratulations to all the holders 🎉
Now, if the weekly chart can maintain the current state, it will finally reach the all-time high 🚀
nvidia is doing well, soxl⤴️ and nas⤴️ are getting excited!
Good luck~
*The images are on a monthly basis, weekly basis, and daily basis.
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27日の自民党総裁選で次期首相に石破茂元幹事長が就任する見通しとなったことを受けて、週明け30日の市場は大きく動いた。為替レートは1ドル=141円台となり、27日の開票前と比べて最大5円近く円高に振れた。日経平均株価は27日終値比で4.8%減、1900円以上の大幅下落となった。金利は10年国債の利回りが約6%上昇するなど、価格を大きく下げている。
市場全体でみると「石破ショック」とも言われる逆風となったが、逆行してストップ高になった銘柄もある。これまでの石破氏の発言から、“追い風”になりそうな業種・銘柄に買いが大きく入った。今後も株価上昇が期待できる「石破銘柄」を、5つのテーマからピックアップする。
The 3 main themes that are highly likely to be the focus of Mr. Ishiba's policies
Regional revitalization
Tottori Prefecture is a stronghold.Mr. Ishiba, in 2014,assumed the position of the first Minister for Regional Revitalization投資家は過度に楽観視することはできないHis own catchphrase is "regional revitalization, Japan revitalization, Shigeru Ishiba"for the purpose of regional revitalization,Advocating for companies to expand into rural areas, secure talent in rural areas, and promote digitalization.In this election...
市場全体でみると「石破ショック」とも言われる逆風となったが、逆行してストップ高になった銘柄もある。これまでの石破氏の発言から、“追い風”になりそうな業種・銘柄に買いが大きく入った。今後も株価上昇が期待できる「石破銘柄」を、5つのテーマからピックアップする。
The 3 main themes that are highly likely to be the focus of Mr. Ishiba's policies
Regional revitalization
Tottori Prefecture is a stronghold.Mr. Ishiba, in 2014,assumed the position of the first Minister for Regional Revitalization投資家は過度に楽観視することはできないHis own catchphrase is "regional revitalization, Japan revitalization, Shigeru Ishiba"for the purpose of regional revitalization,Advocating for companies to expand into rural areas, secure talent in rural areas, and promote digitalization.In this election...
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